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When you think about the future and retirement, are you excited or concerned?
Regardless of where you are in your preparation, our team of experts can help you maximize your investments and savings. A little strategic planning and insightful analysis now can go a long way to ensuring your retirement is everything you hope it will be, and more.
Georgia’s Own financial advisors offer more than a wealth of experience and knowledge. They also offer a genuine concern for your financial success. Everything we do and recommend is made with your goals in mind. We’ll not only come up with a winning plan; we’ll also see it through with expertise.
Our advisors help with a variety of
- Education Funding
- Estate Planning
- Individual Retirement
- Life and Disability
- And More…
Meet Our Experts
Check the background of these investment professionals at FINRA's Broker Check.
*CRPC is a registered service mark of the College of Financial Planning. Representatives are neither tax advisors nor attorneys. For information regarding your specific tax situation, please consult a tax professional. For legal questions, including a discussion about estate planning, please consult your attorney.
Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor. CBSI is under contract with the financial institution to make securities available to members.
Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America. FR-1509097.1-0516-0618